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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,954 | $83,369-84.5% | $105,223-87.7% | $67,986-80.9% |
| Participation rate | 65.2% | 56.3%+8.9pp | 75.0%-9.9pp | 57.2%+8.0pp |
| Annual return | 23.72% | 24.64%-0.9pp | 180.65%-156.9pp | 31.67%-7.9pp |
| Employer contribution / active EE | $1,383 | $2,541-45.6% | $3,689-62.5% | $2,019-31.5% |
| Participant deferral / active EE | $2,650 | $3,295-19.6% | $5,072-47.7% | $3,358-21.1% |
| Admin fee / account holder | $1,217 | $4,073-70.1% | $8,859-86.3% | $3,203-62.0% |